HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.09M
3
+$2.76M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.9M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.89M

Top Sells

1
+$497K
2
+$324K
3
+$285K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$224K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Sector Composition

1 Technology 3.07%
2 Healthcare 1.72%
3 Industrials 1.66%
4 Consumer Discretionary 1.36%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.09%
9,835
+148
77
$374K 0.09%
+8,575
78
$371K 0.08%
7,625
-800
79
$371K 0.08%
7,414
+5,273
80
$363K 0.08%
950
+118
81
$363K 0.08%
+12,457
82
$341K 0.08%
3,735
83
$341K 0.08%
5,354
-2
84
$340K 0.08%
3,101
85
$339K 0.08%
640
+8
86
$339K 0.08%
1,877
87
$339K 0.08%
1,365
88
$329K 0.08%
1,615
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89
$329K 0.08%
7,198
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90
$323K 0.07%
6,194
-597
91
$314K 0.07%
6,127
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92
$311K 0.07%
10,026
93
$304K 0.07%
1,912
+1,865
94
$295K 0.07%
8,743
95
$286K 0.07%
11,670
96
$286K 0.07%
9,144
-661
97
$279K 0.06%
6,200
-525
98
$278K 0.06%
11,238
-4,502
99
$273K 0.06%
6,100
-775
100
$272K 0.06%
6,470
+38
2 3
4
5 6